| 0.01% |
| 4 | COOKE & BIELER LP | 1.1M | $30.3M | -25.8% | 5.622% | 0.35% |
| 5 | Lodge Hill Capital, LLC | 926K | $25.4M | +2.3% | 4.716% | 4.26% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 925K | $25.4M | -4.4% | 4.710% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 802K | $22.0M | +0.5% | 4.086% | 0.00% |
| 8 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 782K | $21.5M | +12.6% | 3.985% | 0.11% |
| 9 | AMERICAN CENTURY COMPANIES INC | 662K | $18.2M | +13.8% | 3.372% | 0.01% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 524K | $14.4M | +15.7% | 2.669% | 0.00% |
| 11 | Twin Lions Management LLC | 504K | $13.8M | -54.7% | 2.568% | 10.84% |
| 12 | STATE STREET CORP | 459K | $12.6M | +3.3% | 2.337% | 0.00% |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 376K | $10.3M | -21.0% | 1.915% | 0.03% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 370K | $10.1M | -8.0% | 1.883% | 0.00% |
| 15 | Meros Investment Management, LP | 360K | $9.9M | +67.1% | 1.831% | 3.13% |
| 16 | CITADEL ADVISORS LLC | 351K | $9.6M | +375.3% | 1.786% | 0.00% |
| 17 | Grantham, Mayo, Van Otterloo & Co. LLC | 267K | $7.3M | -1.3% | 1.361% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 260K | $7.1M | -24.3% | 1.323% | 0.00% |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 244K | $6.7M | +5795.2% | 1.243% | 0.00% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 234K | $6.4M | +177.0% | 1.192% | 0.02% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 214K | $5.9M | +16.2% | 1.088% | 0.00% |
| 22 | MORGAN STANLEY | 189K | $5.2M | -33.4% | 0.964% | 0.00% |
| 23 | NORTHERN TRUST CORP | 186K | $5.1M | +11.6% | 0.945% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 182K | $5.0M | +40.7% | 0.925% | 0.00% |
| 25 | FMR LLC | 176K | $4.8M | +0.0% | 0.898% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MBUU — a direct measure of their conviction.
| 99.92% |
| +2.93 pp |
| $612M |
| 17% |
| Q4 2024 | 148 | 9.8% | 96.99% | +2.44 pp | $734M | 1.5% |
| Q3 2024 | 164 | — | 94.55% | — | $744M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
24 institutions opened new positions in MBUU during Q2 2026, while 23 fully exited. 85 added to existing positions and 26 trimmed.
MBUU institutional ownership fell by 6.07 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 57.2% of all reported 13F value in MBUU, and the top 25 account for 81.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Malibu Boats, Inc. (MBUU) Institutional Ownership